Add AI-Powered Summaries, Drafts and Automation to SuiteCRM
SuiteCRM holds a wealth of customer history, but reading through it takes time your team does not have.
We integrate AI models such as ChatGPT, Claude and Gemini into SuiteCRM to summarize records, draft emails, classify cases and extract data — all inside your existing screens.
Because SuiteCRM is open source and often self-hosted, we can also connect it to self-hosted open models, keeping customer data entirely on your own infrastructure.
What We Deliver
Summaries
Concise summaries of accounts, opportunities and cases.
Email Drafting
Draft replies using record history.
Case Classification
Automatic categorization and priority.
Data Extraction
Fill fields from incoming emails.
Workflow AI Actions
Run AI steps inside AOW workflows.
Self-Hosted Options
Use open models on your own servers.
How It Works
Choose Tasks
We find the most time-consuming tasks to automate.
Connect AI
SuiteCRM connects to a cloud or self-hosted model.
Add Buttons & Workflows
AI actions appear on records and in workflows.
Improve
Prompts are refined with user feedback.
Real-World Use Cases
Case Summaries
Support leads review a summary of long case threads before escalation calls.
Lead Qualification
Incoming web-to-lead messages are analyzed for interest, budget and urgency.
Proposal Drafting
Reps generate first drafts of proposals from opportunity details.
Why Choose Xirgosoft
- Time saved on reading and writing
- Faster support responses
- Better data quality
- Data privacy options for regulated businesses
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Can AI run without sending data to the cloud?
Yes. We can deploy self-hosted open models on your infrastructure.
Are AI replies reviewed?
By default, AI creates drafts that users review before sending.
Can we choose the AI provider?
Yes. You can use OpenAI, Anthropic, Google or open models.
Does it slow down SuiteCRM?
No. AI tasks run on request or in the background.
Bring AI into your SuiteCRM.
Talk to our experts today for a free consultation and quote.